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S
scourt@comcast.n
January 22, 2023
Question

Just completed married filing jointly tax return When finished online return review turbotax said we could get larger refund by filing separately Thoughts appreciated

  • January 22, 2023
  • 2 replies
  • 0 views
I did a Roth  conversion from my retirement account 
Would that be the reason to file separately

2 replies

Critter-3
Critter-3
January 22, 2023

The only way to know is to prepare the returns both ways ... just remember that if one of you itemized deductions the other must as well.  Also MFS disallows many credits and has a higher tax rate. 

 

When using the ONLINE program means you must start 2 separate online accounts to test the MFS status. You cannot use the current online joint account easily.

 

 

M
mglauner
January 22, 2023

It could be, if your Roth conversion resulted in a much larger taxable income that you both share tax on when  filing jointly.

 

Here's an article on Married Filing Separately. 

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